Earnings Galore: AMD & Intel + All the Cloud Guys (plus some VMware & Cisco)

Episode  |  February 6th, 2020  |  Season 2020  |  24 mins 8 secs

amazon aws, amd, cisco, earnings, google cloud, intel, microsoft azure, vmware

It's been a busy few weeks on the earnings front, as Intel blows away all estimates, AMD does well enough, and the cloud wars continue to rage with Google Cloud, Amazon AWS, and Microsoft Azure. That, and both VMWare and Cisco are back in the news. What's it all mean? Tune in and find out.